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Digimarc Corporation Message Board

  • dtmccune3 dtmccune3 May 2, 2013 5:48 PM Flag

    tomorrows action...

    Going up against some tough comps (verance etc)...if you factor in IV dropoff plus increase in opex on top of guess is there will be some selling.

    Overall market probably going to get hit as well unless there is some miracle in the jobs numbers...which won't help.

    I think that the call was positive for the long term...potentially even bigger than we have all thought...but 2nd wave looks like even though its getting bigger/better the timing of deals sound like more of a 2014 story...although he did seem to hint that there could be some unexpected upside from licensing 2nd wave earlier in q&a....but also doesn't sound like there was much positive to say about the IV relationship/dispute

    Near term I wouldn't be surprised to see some selling...Q3 and Q4 sound like they could be brutal

    So...sounds like near term got a bit worse...but the medium/long-term got better

    Will be a very interesting day tomorrow...

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